See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,461 | $58,320+12.2% | $86,436-24.3% | $66,914-2.2% |
| Participation rate | 91.2% | 78.6%+12.6pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -16.24% | -9.71%-6.5pp | 4394.89%-4411.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,524 | $2,615-3.5% | $3,769-33.0% | $2,544-0.8% |
| Participant deferral / active EE | $3,557 | $6,899-48.4% | $6,952-48.8% | $4,237-16.0% |
| Admin fee / account holder | $301 | $546-44.8% | $6,731-95.5% | $593-49.2% |